Level Four Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Level Four Financial’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$248K	Hold	25,000	–	–	0.11%	234
2021 Q2	$250K	Hold	25,000	–	–	0.11%	246
2021 Q1	$237K	Hold	25,000	–	–	0.11%	232
2020 Q4	$238K	Buy	+25,000	New	+$222K	0.1%	246

Other funds holding JPC

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Level Four Financial's JPC Position: Q3 2021 in Review

Level Four Financial held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2021 at 25,000 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #234.

Level Four Financial first reported a position in JPC in Q4 2020 and has held it in 4 quarters since. The position peaked at $250K in Q2 2021. 126 funds tracked by Wall St. Rank hold JPC as of Q3 2021.

Level Four Financial held 25,000 shares of Nuveen Preferred & Income Opportunities Fund worth $248K as of Q3 2021.
Level Four Financial left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2021.
Nuveen Preferred & Income Opportunities Fund made up 0.11% of Level Four Financial's portfolio in Q3 2021, its #234 holding.
Level Four Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Nuveen Preferred & Income Opportunities Fund position peaked at $250K in Q2 2021.
126 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.